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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $327M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2712 New
Page 19 of 136  ·  2,712 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WEN WENDYS CO Consumer Cyclical 4,689.0 $43K 0.01% NEW $9.16 -15.4%
362 VFVA VANGUARD WELLINGTON FD 335.0 $43K 0.01% NEW $127.54 +10.2%
363 KRC KILROY RLTY CORP Real Estate 1,010.0 $43K 0.01% NEW $42.25 -19.2%
364 SYNOVUS FINL CORP 863.0 $42K 0.01% NEW $49.08
365 CINF CINCINNATI FINL CORP Financial Services 267.0 $42K 0.01% NEW $158.10 +6.5%
366 BHP BHP GROUP LTD Basic Materials 755.0 $42K 0.01% NEW $55.75 +52.4%
367 IT GARTNER INC Technology 160.0 $42K 0.01% NEW $262.88 -40.2%
368 DLTR DOLLAR TREE INC Consumer Defensive 442.0 $42K 0.01% NEW $94.37 +1.4%
369 EVRG EVERGY INC Utilities 548.0 $42K 0.01% NEW $76.02 +10.0%
370 UBER UBER TECHNOLOGIES INC Technology 424.0 $42K 0.01% NEW $98.02 -23.9%
371 KLAC KLA CORP Technology 39.0 $42K 0.01% NEW $1064.79 +73.0%
372 NOBL PROSHARES TR 400.0 $41K 0.01% NEW $103.07 +4.1%
373 SCHD SCHWAB STRATEGIC TR 1,500.0 $41K 0.01% NEW $27.30 +18.1%
374 IJH ISHARES TR 625.0 $41K 0.01% NEW $65.26 +11.7%
375 HII HUNTINGTON INGALLS INDS INC Industrials 141.0 $41K 0.01% NEW $287.91 +10.3%
376 DPZ DOMINOS PIZZA INC Consumer Cyclical 94.0 $41K 0.01% NEW $431.71 -26.7%
377 HST HOST HOTELS & RESORTS INC Real Estate 2,378.0 $40K 0.01% NEW $17.02 +31.7%
378 WWD WOODWARD INC Industrials 160.0 $40K 0.01% NEW $252.71 +41.0%
379 BSX BOSTON SCIENTIFIC CORP Healthcare 413.0 $40K 0.01% NEW $97.52 -41.4%
380 PSN PARSONS CORP DEL Industrials 485.0 $40K 0.01% NEW $82.92 -37.7%
Page 19 of 136  ·  2,712 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Industrials 16.2%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 10.7%
Consumer Defensive 5.2%
Communication Services 5.1%
Real Estate 3.3%
Basic Materials 3.3%
Energy 3.3%